October 17, 2022 Charitable Giving Through Life Insurance
with Diane Everett, Vice President, Planning Services, PPI Advisory, LL.B, CLU, TEP, FEA
and Percy MacDonald, Principal and Financial Advisor, Bloom Wealth & Legacy Planning
November 21, 2022 Common Mistakes and Opportunities in Estate Planning with Tim Sullivan, Senior Mgr., Tax and Business Advisory, MNP
December 12, 2022 Holiday Social
January 16, 2023 Death - The Elephant in the Room
with Liz Finney , Fund Development Director, Bonnie Lea Farm/South Shore Community Service Association, certified end- of-life doula/death educator
March 6, 2023 Creating Philanthropy - How you can help your clients make an impact
with Glenn Stewardson, CFP, FMA, MFA-P™
April 24, 2024 TBA
May 15, 2023 AGM + TBA